APRIL 20, 2020

TECHNOLOGY

Now Live: HiddenLevers Financial Planning

Samuel Steinberger

Long associated with stress testing, HiddenLevers built and launched cash flow and goals-based financial planning just months after taking on the project.

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ETFS

Energy Leads Alts’ Weekly Gains (Again)

Brad Zigler

There’s more refinement to the oil story, though.

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TECHNOLOGY

Motif, Thematic Brokerage Platform, To Close

Samuel Steinberger

Users were notified on Friday that the firm, with ties to Goldman Sachs Asset Management, will transfer client assets to Folio Investing.

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CORONAVIRUS COVERAGE

BUSINESS PLANNING

Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model?

Scott MacKillop

It makes no sense to be working harder than ever for clients, but be paid less.

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INDUSTRY

Advisors and Clients Await Additional PPP Funding

Patrick Donachie

Small businesses and advisors alike are awaiting additional allocations for the loan program while continuing to navigate confusion in the application process.

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HIGH NET WORTH

'We Needed to Go:' Rich Americans Activate Pandemic Escape Plans

Olivia Carville

Interest in New Zealand bunkers has surged.

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BUSINESS PLANNING

Keeping Everyone Motivated During the Pandemic

Matt Oechsli

The typical financial advisor is at least 20% off their game during this dangerous crisis. That provides plenty of opportunity.

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CORONAVIRUS COVERAGE